Sterling Capital Competition

Mutual Funds . USA . 
Fund . Sterling Capital Total
BIBTX Fund  USD 9.25  0.01  0.11%   
Sterling Capital Total competes with Sterling Capital, Sterling Capital, Sterling Capital, Sterling Capital, and Sterling Capital; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Sterling Capital Funds family. Analyzing Sterling Capital competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Sterling Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Sterling Capital Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Sterling Capital competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Sterling Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
8.989.259.52
Details
Intrinsic
Valuation
LowRealHigh
8.698.9610.18
Details
Naive
Forecast
LowNextHigh
8.979.239.50
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.249.259.26
Details

Sterling Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Sterling Capital and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Sterling and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Sterling Capital Total does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SBIDX
+ 1.0
SBIAX
SBIIX
+ 1.0
SBIAX
SBIIX
+ 1.0
SBIDX
STMMX
+ 1.0
STMDX
BASCX
+ 0.99
BSCIX
BSCCX
+ 0.98
BSCIX
  
High negative correlations   
BSCCX
- 0.29
BAEIX
SBIDX
- 0.27
BAEIX
SBIIX
- 0.25
BAEIX
SBIAX
- 0.25
BAEIX
BSCIX
- 0.23
BAEIX
BASCX
- 0.2
BAEIX

Risk-Adjusted Indicators

There is a big difference between Sterling Mutual Fund performing well and Sterling Capital Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Sterling Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BAEIX  0.51 (0.04)(0.12) 0.07  0.48 
(0.59)
 0.99 
(0.93)
 3.37 
SBIAX  0.64 (0.06) 0.00  3.26  0.00 
 0.00 
 1.37 
(1.63)
 3.67 
SBIDX  0.64 (0.07) 0.00  4.23  0.00 
 0.00 
 1.37 
(1.64)
 3.67 
SBIIX  0.65 (0.06) 0.00  2.36  0.00 
 0.00 
 1.36 
(1.62)
 3.67 
BSCIX  0.10 (0.01) 0.00 (0.40) 0.00 
 0.00 
 0.19 
(0.19)
 0.86 
BSCCX  0.10 (0.02) 0.00 (0.48) 0.00 
 0.00 
 0.19 
(0.28)
 0.96 
BASCX  0.09 (0.02) 0.00 (0.35) 0.00 
 0.00 
 0.19 
(0.19)
 0.95 
BSGAX  0.09  0.00 (0.74)(0.42) 0.00 
(0.16)
 0.24 
(0.12)
 0.72 
STMDX  0.66  0.05 (0.06) 0.45  0.69 
(0.72)
 1.35 
(1.12)
 3.85 
STMMX  0.67  0.05 (0.06) 0.46  0.69 
(0.72)
 1.35 
(1.13)
 3.84 
All Fundamental Data

Sterling Capital Competitive Analysis

The better you understand Sterling Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Sterling Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Sterling Capital's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
BIBTX BAEIX SBIAX SBIDX SBIIX BSCIX BSCCX BASCX BSGAX STMDX
 0.11 
 9.25 
Sterling
 0.66 
 29.05 
Sterling
 0.40 
 10.01 
Sterling
 0.30 
 9.99 
STERLING
 0.30 
 10.02 
Sterling
 0.1 
 10.43 
Sterling
 0.1 
 10.50 
Sterling
 0.1 
 10.50 
Sterling
 0.12 
 8.34 
Sterling
 0.63 
 39.90 
Sterling
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Modest
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Modest
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Buy
Strong Hold
Buy
Hold
Hold
Hold
Hold
Strong Sell
Strong Hold
Net Asset
1.06 B
2 B
82.96 M
132.73 M
132.73 M
36.23 M
36.23 M
36.23 M
127.69 M
74.13 M
Minimum Initial Investment
N/A
1 K
N/A
1 K
N/A
N/A
N/A
1 K
1 K
N/A
Price To Book
N/A
3.53
N/A
N/A
1.27
N/A
N/A
N/A
N/A
2.61
Five Year Return
0.29
10.97
3.46
2.69
3.9
0.78
-0.23
0.52
2.07
5.17
One Year Return
7.35
20.08
12.62
11.83
12.69
4.74
3.69
4.47
6.85
23.7
Last Dividend Paid
0.02
0.07
0.22
0.16
0.24
0.02
0.01
0.01
0.01
0.22
Price To Earning
N/A
16.02
N/A
N/A
12.29
N/A
N/A
N/A
N/A
32.69
Price To Sales
N/A
1.87
N/A
N/A
0.65
N/A
N/A
N/A
N/A
6.56
Cash Position Weight
0.65
2.61
1.68
9.55
1.68
2.16
2.16
3.76
0.7
3.05
Equity Positions Weight
N/A
97.39
98.32
90.45
98.32
N/A
N/A
N/A
N/A
96.95
Three Year Return
-2.07
6.65
4.04
3.26
4.83
-0.4
-1.41
-0.63
2.08
-0.35
Annual Yield
0.0053
0.0118
0.0441
0.0374
0.0464
0.0033
0.0011
0.0028
0.0042
0.0182
Year To Date Return
2.21
9.87
4.94
4.18
6.11
0.85
0.33
0.55
4.69
11.1
Bond Positions Weight
3.03
N/A
N/A
N/A
N/A
N/A
N/A
96.24
96.18
N/A
Ten Year Return
4.31
10.2
N/A
N/A
N/A
3.17
2.16
2.92
1.83
9.32
Day Typical Price
9.25
29.05
10.01
9.99
10.02
10.43
10.5
10.5
8.34
39.9
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
0.01
0.19
0.04
0.03
0.03
(0.01)
0.01
(0.01)
(0.01)
0.25
Rate Of Daily Change
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.01
Day Median Price
9.25
29.05
10.01
9.99
10.02
10.43
10.5
10.5
8.34
39.9
Price Action Indicator
0.005
0.095
0.02
0.015
0.015
(0.01)
0.005
(0.01)
(0.01)
0.13
Relative Strength Index
31.18
37.69
21.31
22.16
21.65
38.1
41.85
34.99
47.03
38.32
Coefficient Of Variation
(1,285)
1114.01
(1,524)
(1,405)
(1,525)
(12,149)
(3,810)
(12,690)
956.18
1004.24
Mean Deviation
0.2081
0.5147
0.6441
0.6399
0.6463
0.1007
0.0956
0.0944
0.0868
0.6649
Jensen Alpha
(0.02)
(0.04)
(0.06)
(0.07)
(0.06)
(0.01)
(0.02)
(0.02)
0.0037
0.0522
Total Risk Alpha
(0.07)
(0.05)
(0.19)
(0.20)
(0.19)
(0.04)
(0.04)
(0.04)
(0.02)
(0.06)
Sortino Ratio
N/A
(0.12)
N/A
N/A
N/A
N/A
N/A
N/A
(0.74)
(0.06)
Downside Variance
N/A
0.3445
N/A
N/A
N/A
N/A
N/A
N/A
0.0257
0.6129
Standard Deviation
0.2671
0.6507
0.8109
0.8106
0.8104
0.1609
0.1599
0.1658
0.1228
0.8157
Kurtosis
0.219
1.34
(0.09)
(0.06)
(0.15)
5.3
5.51
6.65
1.6
(0.29)
Potential Upside
0.324
0.9912
1.37
1.37
1.36
0.1927
0.1916
0.1916
0.2401
1.35
Treynor Ratio
0.5421
0.0655
3.26
4.23
2.36
(0.40)
(0.48)
(0.35)
(0.42)
0.4528
Maximum Drawdown
1.27
3.37
3.67
3.67
3.67
0.8646
0.9556
0.9511
0.7199
3.85
Variance
0.0713
0.4235
0.6575
0.6571
0.6567
0.0259
0.0256
0.0275
0.0151
0.6653
Market Risk Adjusted Performance
0.5521
0.0755
3.27
4.24
2.37
(0.39)
(0.47)
(0.34)
(0.41)
0.4628
Risk Adjusted Performance
(0.08)
0.0671
(0.05)
(0.05)
(0.05)
(0.04)
(0.06)
(0.04)
0.0278
0.077
Skewness
(0.41)
0.6157
(0.1)
(0.09)
(0.09)
(1.08)
(1.01)
(0.96)
0.2392
(0.06)
Semi Deviation
N/A
0.4766
N/A
N/A
N/A
N/A
N/A
N/A
0.0
0.6882
Information Ratio
(0.57)
(0.11)
(0.23)
(0.23)
(0.23)
(0.82)
(0.84)
(0.80)
(0.96)
(0.06)
Value At Risk
(0.54)
(0.93)
(1.63)
(1.64)
(1.62)
(0.19)
(0.28)
(0.19)
(0.12)
(1.12)
Expected Short fall
N/A
(0.59)
N/A
N/A
N/A
N/A
N/A
N/A
(0.16)
(0.72)
Downside Deviation
N/A
0.587
N/A
N/A
N/A
N/A
N/A
N/A
0.1603
0.7829
Semi Variance
N/A
0.2272
N/A
N/A
N/A
N/A
N/A
N/A
(0)
0.4736

Sterling Capital Competition Performance Charts

Five steps to successful analysis of Sterling Capital Competition

Sterling Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Sterling Capital Total in relation to its competition. Sterling Capital's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Sterling Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Sterling Capital's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Sterling Capital Total, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Sterling Capital position

In addition to having Sterling Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Steel Works Etc Thematic Idea Now

Steel Works Etc
Steel Works Etc Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Steel Works Etc Theme or any other thematic opportunities.
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Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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